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Tasks & Reminders

Manage actions, reminders, and collector workloads across the platform.

Viewing Archived Collector TasksAccess and manage your archived collector tasks, including recovering or reviewing historical task details.
Assigning items from Actions list to usersThis article will look into the functionality of To-do and reminder lists
Promise to PayThis article will take you through how to set up, view and utilize the promise to pay feature in your Kolleno system.
Kolleno AI Task Manager SuggestionsArtificial Intelligence suggests the next best course of action for each customer, saving your time and maximizing your impact.
Assign a user a colorAssigning a colour per user to easily see their tasks
Recovering a task in your Collector TasksHow to recover a previously completed task in Kolleno
Change Task Statuses in KollenoUpdate task progress by switching between "New", "In Progress", and "Completed"
See Future Tasks in KollenoLearn how to filter and view upcoming manually created tasks in your task list.
See unassigned tasks in KollenoFilter your task list to find items without an assigned account owner.
Create a Task for InvoicesCreate tasks directly from invoices to assign actions, set due dates, and track progress easily.
Understanding Promise to Pay StatusesUsers can view the Promise to Pay statuses on the tmeline
How Kolleno Flags Tasks with Active Promise to PayTasks highlight invoices with active Promise to Pay for better context.
Find and Use Task IDs in KollenoQuickly locate, copy, and share unique Task IDs for better internal alignment.
How to check the user who modified the task?See which user made the latest update to a task.